Posts Tagged ‘top financial planner’
Post Archive
Barry Glassman named FPA 2018 Planner of the Year
We are thrilled that Barry Glassman has been named the 2018 Planner of the Year by the Financial Planning Association of the National Capital Area. Two of the major criteria for this award are Community/Charitable work, and Innovative Financial planning techniques/practice management; two things that not only Barry but the entire firm here at Glassman…
Read MoreWhat Zappos Taught Us About Creating the Ultimate Client Experience
Experience, they say, is the greatest teacher. So when the Glassman Wealth Services’ team gathered to talk about how we could improve our own clients’ experience, I wanted them to have an excellent example fresh in their minds. Read Barry’s Forbes.com article to learn How to Deliver a Wow Experience.
Read MoreWhy All Investors Need An Advisor
By Larry Light Our good friend Larry Light, former Investing Editor at Forbes and The Wall Street Journal, and now the Editor-in-Chief of AdviceIQ.com wrote an excellent article highlighting the reasons everyone should consult with a financial advisor. We couldn’t agree more. Everyone should have a financial advisor – a good one, with a clean background. Would…
Read MoreGlassman Wealth Services Named to Top RIA Ranking
Glassman Wealth Services was ranked as one of the top Registered Investment Advisory firms nationally again this year by Financial Advisor magazine. Read the complete story.
Read More